Public record / Tickers / DOCU

DOCU — DOCUSIGN, INC.

Both disclosure regimes on one name: who in Congress filed about DOCU, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
11
all PTR rows naming DOCU
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-12
filed 2025-09-12
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kelly Loeffler · $100K–$250K

Sale · traded 2020-04-07 → filed 2020-05-01. Ranked over every DOCU row by the provable lower bound, never a point estimate.

No member disclosed DOCU in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DOCU · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DOCU
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2022-05-14Pat Fallon R–TX-4SaleTraded 2021-06-02 LATE·346d$1K–$15K
2021-07-02Pat Fallon R–TX-4SaleTraded 06-02 +30d$1K–$15K
2021-02-13Marie Newman D–IL-3Sale · SP (spouse-owned)Traded 01-14 +30d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 11 ↗

Members active in DOCU

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed DOCU in the trailing 12 months.

Congress ↔ notable managers · DOCU

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · DOCUSIGN INC

Merged timeline of congressional filings and notable-manager moves on DOCU
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+1,028,629 sh
2026-05-15Gotham Asset Management 13Fadd+549,172 sh
2026-05-15Bridgewater Associates 13Ftrim−524,091 sh
2026-05-15Duquesne Family Office 13Fexit−1,019,085 sh
2026-05-14Caxton Associates 13Fnew+102,364 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of DOCU for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.0B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$535M1
3VANGUARD CAPITAL MANAGEMENT LLC$425M1
4Capital World Investors$334M1
5STATE STREET CORP$324M1
6ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$251M1
7AQR CAPITAL MANAGEMENT LLC$230M1
8GEODE CAPITAL MANAGEMENT, LLC$199M1
9AMERIPRISE FINANCIAL INC$191M1
10RENAISSANCE TECHNOLOGIES LLC$150M1
11Jericho Capital Asset Management L.P.$142M1
12MORGAN STANLEY$131M1
13D. E. Shaw & Co., Inc.$119M1
14FMR LLC$114M1
15Point72 Asset Management, L.P.$106M1
16UBS Group AG$102M1
17Qube Research & Technologies Ltd$100M1
18MILLENNIUM MANAGEMENT LLC$97.3M1
19AMERICAN CENTURY COMPANIES INC$94.3M1
20Clearbridge Investments, LLC$92.9M1
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$92.5M1
22JACOBS LEVY EQUITY MANAGEMENT, INC$92.3M1
23FEDERATED HERMES, INC.$89.5M1
24NORTHERN TRUST CORP$84.8M1
25TWO SIGMA INVESTMENTS, LP$83.9M1
26CHARLES SCHWAB INVESTMENT MANAGEMENT INC$81.9M1
27ROYAL BANK OF CANADA$79.7M1
28Quantinno Capital Management LP$76.3M1
29Bank of New York Mellon Corp$60.4M1
30VANGUARD FIDUCIARY TRUST CO$60.0M1
31Squarepoint Ops LLC$57.7M1
32BANK OF AMERICA CORP /DE/$56.6M1
33TUDOR INVESTMENT CORP ET AL$55.8M1
34Robeco Institutional Asset Management B.V.$53.4M1
35Invesco Ltd.$53.3M1
36WORLDQUANT MILLENNIUM ADVISORS LLC$52.7M1
37DIMENSIONAL FUND ADVISORS LP$52.2M1
38Man Group plc$49.7M1
39Amundi$49.1M1
40JANE STREET GROUP, LLC$47.4M1
41FIRST TRUST ADVISORS LP$42.5M1
42Trexquant Investment LP$40.5M1
43VICTORY CAPITAL MANAGEMENT INC$39.8M1
44CITADEL ADVISORS LLC$39.0M1
45JUPITER ASSET MANAGEMENT LTD$38.1M1
46Gotham Asset Management, LLC$34.3M1
47Legal & General Group Plc$33.9M1
48RHUMBLINE ADVISERS$32.5M1
49Fiera Capital Corp$32.2M1
50CANADA PENSION PLAN INVESTMENT BOARD$29.3M1
51Allianz Asset Management GmbH$27.4M1
52Retirement Systems of Alabama$26.0M1
53GLENMEDE TRUST CO NA$24.3M1
54PANAGORA ASSET MANAGEMENT INC$24.3M1
55FRANKLIN RESOURCES INC$22.5M1
56PRINCIPAL FINANCIAL GROUP INC$21.3M1
57Engineers Gate Manager LP$20.9M1
58ALLIANCEBERNSTEIN L.P.$20.8M1
59BARCLAYS PLC$20.4M1
60VANGUARD ASSET MANAGEMENT, Ltd$20.0M1
61Universal- Beteiligungs- und Servicegesellschaft mbH$18.9M1
62Swiss National Bank$18.8M1
63Quinn Opportunity Partners LLC$18.1M1
64CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$17.3M1
65Nuveen, LLC$17.1M1
66Rockefeller Capital Management L.P.$16.6M1
67Distillate Capital Partners LLC$14.4M1
68IEQ CAPITAL, LLC$13.5M1
69SEI INVESTMENTS CO$13.2M1
70CITIGROUP INC$13.2M1
71RAYMOND JAMES FINANCIAL INC$12.5M1
72ING GROEP NV$12.1M1
73NEW YORK STATE COMMON RETIREMENT FUND$11.7M1
74Aware Super Pty Ltd as trustee of Aware Super$11.5M1
75Corient Private Wealth LLC$11.2M1
76ENVESTNET ASSET MANAGEMENT INC$10.9M1
77Woodson Capital Management, LP$10.7M1
78CAT ROCK CAPITAL MANAGEMENT LP$10.6M1
79WELLS FARGO & COMPANY/MN$10.6M1
80BNP Paribas Asset Management Holding S.A.$10.5M1
81SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.4M1
82READYSTATE ASSET MANAGEMENT LP$10.3M1
83CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$10.3M1
84PFA Pension, Forsikringsaktieselskab$9.8M1
85Creative Planning$9.8M1
86ASSETMARK, INC$9.6M1
87WINTON GROUP Ltd$9.3M1
88DEUTSCHE BANK AG\$9.1M1
89Walleye Trading LLC$8.9M1
90Walleye Capital LLC$8.9M1
91Illinois Municipal Retirement Fund$8.9M1
92Saudi Central Bank$8.7M1
93Connor, Clark & Lunn Investment Management Ltd.$8.7M1
94Aquatic Capital Management LLC$8.5M1
95STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.0M1
96Mariner, LLC$7.3M1
97Vanguard Global Advisers, LLC$7.2M1
98HSBC HOLDINGS PLC$7.1M1
99XTX Topco Ltd$6.9M1
100Brevan Howard Capital Management LP$6.8M1
101MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.7M1
102KLP KAPITALFORVALTNING AS$6.7M1
103Bridgewater Associates, LP$6.3M1
104BANK OF MONTREAL /CAN/$6.1M1
105STATE OF WISCONSIN INVESTMENT BOARD$6.1M1
106LAZARD ASSET MANAGEMENT LLC$6.0M1
107Quadrature Capital Ltd$6.0M1
108BLAIR WILLIAM & CO/IL$5.8M1
109LEVEL FOUR ADVISORY SERVICES, LLC$5.8M1
110PRIMECAP MANAGEMENT CO/CA/$5.7M1
111Boston Partners$5.6M1
112BANK OF NOVA SCOTIA$5.6M1
113LPL Financial LLC$5.6M1
114Aberdeen Group plc$5.5M1
115CWM, LLC$5.5M1
116Baird Financial Group, Inc.$5.5M1
117VOYA INVESTMENT MANAGEMENT LLC$5.5M1
118Shearwater Capital LLC$5.4M1
119MACKENZIE FINANCIAL CORP$5.3M1
120HighTower Advisors, LLC$5.1M1
121Cerity Partners LLC$5.0M1
122MetLife Investment Management, LLC$5.0M1
123CAXTON ASSOCIATES LLP$4.9M1
124Assenagon Asset Management S.A.$4.8M1
125ROYAL LONDON ASSET MANAGEMENT LTD$4.7M1
126Janus Henderson Group Ltd.$4.6M1
127Dana Investment Advisors, Inc.$4.4M1
128Silver Lake Advisory, LLC$4.3M1
129STIFEL FINANCIAL CORP$4.3M1
130Magnetar Financial LLC$4.3M1
131Gilman Hill Asset Management, LLC$4.3M1
132Railway Pension Investments Ltd$4.1M1
133APG Asset Management N.V.$4.0M1
134Pathstone Holdings, LLC$4.0M1
135OP Asset Management Ltd$3.9M1
136Heron Bay Capital Management$3.8M1
137Focus Partners Wealth$3.7M1
138INTECH INVESTMENT MANAGEMENT LLC$3.7M1
139MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.6M1
140BURNEY CO/$3.4M1
141WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.3M1
142State of New Jersey Common Pension Fund D$3.3M1
143MERCER GLOBAL ADVISORS INC /ADV$3.3M1
144Selective Wealth Management, Inc.$3.3M1
145Westbourne Investment Advisors, Inc.$3.2M1
146PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.1M1
147Holocene Advisors, LP$3.0M1
148Collar Capital Management, LLC$3.0M1
149Zurcher Kantonalbank (Zurich Cantonalbank)$3.0M1
150Vinva Investment Management Ltd$2.9M1
151SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.9M1
152NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.8M1
153YOUSIF CAPITAL MANAGEMENT, LLC$2.8M1
154WealthTrust Axiom LLC$2.8M1
155Vanguard Investments Australia, Ltd.$2.7M1
156Qsemble Capital Management, LP$2.7M1
157PEAK6 LLC$2.7M1
158Summit Trail Advisors, LLC$2.7M1
159CEERA INVESTMENTS, LLC$2.7M1
160Tredje AP-fonden$2.7M1
161Ridgepath Capital Management LLC$2.7M1
162Schonfeld Strategic Advisors LLC$2.6M1
163Tidal Investments LLC$2.6M1
164Arizona State Retirement System$2.6M1
165ZACKS INVESTMENT MANAGEMENT$2.6M1
166Crossmark Global Holdings, Inc.$2.6M1
167Quantbot Technologies LP$2.6M1
168Numerai GP LLC$2.5M1
169LECAP ASSET MANAGEMENT LTD$2.5M1
170FIFTH THIRD BANCORP$2.5M1
171COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.4M1
172NOMURA ASSET MANAGEMENT CO LTD$2.3M1
173STATE OF MICHIGAN RETIREMENT SYSTEM$2.3M1
174OCCUDO QUANTITATIVE STRATEGIES LP$2.3M1
175MARTINGALE ASSET MANAGEMENT L P$2.2M1
176BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.1M1
177NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.1M1
178Sumitomo Mitsui Trust Group, Inc.$2.0M1
179AXQ CAPITAL, LP$2.0M1
180OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.9M1
181PRUDENTIAL FINANCIAL INC$1.9M1
182XPONANCE LLC$1.9M1
183NORDEA INVESTMENT MANAGEMENT AB$1.9M1
184DANSKE BANK A/S$1.8M1
185New Age Alpha Advisors, LLC$1.8M1
186Vanguard Personalized Indexing Management, LLC$1.8M1
187Cetera Investment Advisers$1.8M1
188Ameritas Investment Partners, Inc.$1.7M1
189Elo Mutual Pension Insurance Co$1.7M1
190STOREBRAND ASSET MANAGEMENT AS$1.7M1
191COMMONWEALTH EQUITY SERVICES, LLC$1.7M1
192Board of the Pension Protection Fund$1.7M1
193Pictet Asset Management Holding SA$1.6M1
194Clark Capital Management Group, Inc.$1.6M1
195GROUP ONE TRADING LLC$1.6M1
196SIRIOS CAPITAL MANAGEMENT L P$1.6M1
197Kestra Investment Management, LLC$1.6M1
198Strategic Global Advisors, LLC$1.5M1
199Utah Retirement Systems$1.5M1
200OSAIC HOLDINGS, INC.$1.5M1
201Headlands Technologies LLC$1.5M1
202Lifestyle Asset Management, Inc.$1.4M1
203Step Capital Management Pte. Ltd.$1.4M1
204EVERGREEN CAPITAL MANAGEMENT LLC$1.4M1
205Daiwa Securities Group Inc.$1.4M1
206CAPITOLIS LIQUID GLOBAL MARKETS LLC$1.4M1
207Merit Financial Group, LLC$1.4M1
208DRW Securities, LLC$1.4M1
209Destiny Capital Corp/CO$1.3M1
210Empowered Funds, LLC$1.3M1
211NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.3M1
212PICTON MAHONEY ASSET MANAGEMENT$1.3M1
213Clear Harbor Asset Management, LLC$1.3M1
214Andrew Hill Investment Advisors, Inc.$1.2M1
215Alight Capital Management LP$1.2M1
216Intesa Sanpaolo Wealth Management$1.2M1
217SummitTX Capital, L.P.$1.2M1
218Caprock Group, LLC$1.2M1
219MACQUARIE GROUP LTD$1.1M1
220Ensign Peak Advisors, Inc$1.1M1
221TEACHER RETIREMENT SYSTEM OF TEXAS$1.1M1
222MERIDIAN INVESTMENT COUNSEL INC.$1.1M1
223SCHRODER INVESTMENT MANAGEMENT GROUP$1.1M1
224NATIXIS$1.1M1
225Sumitomo Mitsui DS Asset Management Company, Ltd$1.1M1
226Nippon Life Global Investors Americas, Inc.$1.1M1
227Chicago Partners Investment Group LLC$1.0M1
228Swiss Life Asset Management Ltd$1.0M1
229OXFORD ASSET MANAGEMENT LLP$1.0M1
230Larson Financial Group LLC$1.0M1
231MITCHELL & PAHL PRIVATE WEALTH, LLC$1.0M1
232GAGNON SECURITIES LLC$1.0M1
233CREDIT AGRICOLE S A$980K1
234Linden Thomas Advisory Services, LLC$963K1
235LMR Partners LLP$953K1
236PARUS FINANCE (UK) Ltd$946K1
237Sequoia Financial Advisors, LLC$937K1
238AZZAD ASSET MANAGEMENT INC /ADV$899K1
239Lighthouse Investment Partners, LLC$896K1
240Federation des caisses Desjardins du Quebec$894K1
241Resonant Capital Advisors, LLC$880K1
242Kera Capital Partners, Inc.$880K1
243Dakota Wealth Management$856K1
244Prospera Financial Services Inc$852K1
245Avanza Fonder AB$849K1
246UNITED CAPITAL FINANCIAL ADVISORS, LLC$809K1
247AVIVA PLC$806K1
248EASTERLY INVESTMENT PARTNERS LLC$806K1
249Focus Partners Advisor Solutions, LLC$787K1
250Baker Avenue Asset Management, LP$787K1
251Havemeyer Place LP$784K1
252VIRTUS ADVISERS, LLC$742K1
253Hillsdale Investment Management Inc.$734K1
254Private Advisor Group, LLC$734K1
255Rodgers Brothers Inc.$707K1
256CastleKnight Management LP$702K1
257SECURIAN ASSET MANAGEMENT, INC$700K1
258nVerses Capital, LLC$696K1
259&PARTNERS$662K1
260FINANCIAL CONSULATE, INC$653K1
261Diversified Trust Co$644K1
262Krilogy Financial LLC$635K1
263OPPENHEIMER & CO INC$630K1
264SAGE RHINO CAPITAL LLC$629K1
265Belpointe Asset Management LLC$628K1
266Allworth Financial LP$618K1
267CITIZENS FINANCIAL GROUP INC/RI$603K1
268Plato Investment Management Ltd$595K1
269WCG Wealth Advisors LLC$594K1
270Patriot Financial Group Insurance Agency, LLC$584K1
271KESTRA PRIVATE WEALTH SERVICES, LLC$583K1
272VISTA INVESTMENT PARTNERS LLC$578K1
273NewEdge Wealth, LLC$571K1
274ACORN FINANCIAL ADVISORY SERVICES INC /ADV$571K1
275NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$567K1
276Impact Partnership Wealth, LLC$562K1
277Inspire Advisors, LLC$561K1
278M&T BANK CORP$558K1
279FIRST CITIZENS BANK & TRUST CO$557K1
280Inspire Investing, LLC$550K1
281Cresset Asset Management, LLC$547K1
282Envestnet Portfolio Solutions, Inc.$546K1
283MML INVESTORS SERVICES, LLC$545K1
284Buckland Partners Management Co LLC$545K1
285Vident Advisory, LLC$545K1
286O'SHAUGHNESSY ASSET MANAGEMENT, LLC$542K1
287Pallas Capital Advisors LLC$537K1
288Eurizon Capital SGR S.p.A.$535K1
289HUB Investment Partners, LLC$534K1
290State of Wyoming$532K1
291NewEdge Advisors, LLC$523K1
292Curi Capital, LLC$517K1
293PROFUND ADVISORS LLC$515K1
294CAPSTONE INVESTMENT ADVISORS, LLC$512K1
295Orion Porfolio Solutions, LLC$511K1
296HANCOCK WHITNEY CORP$510K1
297DnB Asset Management AS$505K1
298Marex Group Ltd$504K1
299COMMERCE BANK$484K1
300denkapparat Operations GmbH$467K1
301Green Alpha Advisors, LLC$459K1
302Maryland State Retirement & Pension System$450K1
303Sanctuary Advisors, LLC$446K1
304Kestra Advisory Services, LLC$436K1
305Caerus Investment Advisors, LLC$436K1
306Tower Research Capital LLC (TRC)$435K1
307RMR Wealth Builders$433K1
308Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$429K1
309HB Wealth Management, LLC$424K1
310OMERS ADMINISTRATION Corp$421K1
311Bull Harbor Capital LLC$420K1
312EVENTIDE ASSET MANAGEMENT, LLC$406K1
313Shay Capital LLC$403K1
314Frec Markets, Inc.$403K1
315QRG CAPITAL MANAGEMENT, INC.$402K1
316SBI Securities Co., Ltd.$402K1
317CHOREO, LLC$400K1
318Rafferty Asset Management, LLC$396K1
319JOURNEY STRATEGIC WEALTH LLC$395K1
320RWA WEALTH PARTNERS, LLC$394K1
321INCEPTIONR LLC$392K1
322Optas, LLC$391K1
323ProShare Advisors LLC$388K1
324GATEWAY INVESTMENT ADVISERS LLC$385K1
325EP Wealth Advisors, LLC$373K1
326Mach-1 Financial Group, LLC$369K1
327Inscription Capital, LLC$367K1
328Ameritas Advisory Services, LLC$366K1
329PRELUDE CAPITAL MANAGEMENT, LLC$363K1
330Venture Visionary Partners LLC$360K1
331Compound Planning, Inc.$359K1
332MAI Capital Management$355K1
333Calamos Advisors LLC$354K1
334Calamos Wealth Management LLC$354K1
335GREENWOOD CAPITAL ASSOCIATES LLC$351K1
336Formidable Asset Management, LLC$350K1
337Ethic Inc.$350K1
338Freestone Capital Holdings, LLC$346K1
339Americana Partners, LLC$345K1
340NorthCrest Asset Manangement, LLC$344K1
341US BANCORP \DE\$337K1
342Leonteq Securities AG$337K1
343GUGGENHEIM CAPITAL LLC$330K1
344North Dakota State Investment Board$328K1
345OPPENHEIMER ASSET MANAGEMENT INC.$327K1
346Palogic Value Management, L.P.$326K1
347Woodline Partners LP$326K1
348KORNITZER CAPITAL MANAGEMENT INC /KS$323K1
349WADDELL & ASSOCIATES, LLC$323K1
350SHELTON CAPITAL MANAGEMENT$320K1
351Atria Investments, Inc$317K1
352Institute for Wealth Management, LLC.$314K1
353Comprehensive Financial Management LLC$313K1
354Essex Financial Services, Inc.$310K1
355INDEPENDENT FINANCIAL GROUP, LLC$307K1
356CIBC Asset Management Inc$305K1
357ASR Vermogensbeheer N.V.$304K1
358Baader Bank Aktiengesellschaft$301K1
359Lido Advisors, LLC$301K1
360Aaron Wealth Advisors LLC$297K1
361Meeder Advisory Services, Inc.$296K1
362INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$295K1
363Kazazian Asset Management, LLC$293K1
364TRED AVON FAMILY WEALTH, LLC$293K1
365SAGESPRING WEALTH PARTNERS, LLC$287K1
366COLDSTREAM CAPITAL MANAGEMENT INC$280K1
367SIGNATUREFD, LLC$266K1
368R Squared Ltd$265K1
369Steward Partners Investment Advisory, LLC$265K1
370TRUIST FINANCIAL CORP$265K1
371PINNACLE ASSOCIATES LTD$258K1
372UHLMANN PRICE SECURITIES, LLC$252K1
373Gilbert & Cook, Inc.$249K1
374Snowden Capital Advisors LLC$243K1
375Truvestments Capital LLC$242K1
376Composition Wealth, LLC$241K1
377Vise Technologies, Inc.$239K1
378Obermeyer Wealth Partners$237K1
379Concorde Asset Management, LLC$233K1
380Intellectus Partners, LLC$232K1
381Garde Capital, Inc.$229K1
382Vontobel Holding Ltd.$223K1
383Meiji Yasuda Asset Management Co Ltd.$219K1
384Cambria Investment Management, L.P.$217K1
385MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$217K1
386MONTAG A & ASSOCIATES INC$217K1
387NOMURA HOLDINGS INC$215K1
388PZENA INVESTMENT MANAGEMENT LLC$214K1
389GRIFFIN ASSET MANAGEMENT, INC.$211K1
390QUADRANT CAPITAL GROUP LLC$210K1
391U.S. Capital Wealth Advisors, LLC$210K1
392Forum Financial Management, LP$207K1
393Synergy Financial Group, LTD$207K1
394Pingora Partners LLC$204K1
395Waverly Advisors, LLC$202K1
396PFG Investments, LLC$202K1
397NATIONAL BANK OF CANADA /FI/$190K1
398FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$171K1
399Twin Lakes Capital Management, LLC$146K1
400EXCHANGE TRADED CONCEPTS, LLC$143K1
401S.A. Mason LLC$138K1
402Sterling Capital Management LLC$128K1
403Arax Advisory Partners$116K1
404UMB Bank, n.a.$110K1
405Corient IA LLC$106K1
406Mirae Asset Global Investments Co., Ltd.$92.3K1
407NISA INVESTMENT ADVISORS, LLC$81.8K1
408DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$81.3K1
409BOK Financial Private Wealth, Inc.$76.6K1
410Geneos Wealth Management Inc.$76.6K1
411SJS Investment Consulting Inc.$76.5K1
412BEACON INVESTMENT ADVISORY SERVICES, INC.$64.5K1
413Bayforest Capital Ltd$58.8K1
414Financial Perspectives, Inc$55.8K1
415Reyes Financial Architecture, Inc.$52.1K1
416Rakuten Securities, Inc.$51.4K1
417Itau Unibanco Holding S.A.$46.8K1
418Migdal Insurance & Financial Holdings Ltd.$45.4K1
419True Wealth Design, LLC$44.5K1
420Blue Trust, Inc.$40.5K1
421WealthCollab, LLC$40.5K1
422Pinnacle Wealth Planning Services, Inc.$36.9K1
423TD Waterhouse Canada Inc.$35.5K1
424Smartleaf Asset Management LLC$35.2K1
425Wilmington Savings Fund Society, FSB$33.2K1
426JONES FINANCIAL COMPANIES LLLP$30.5K1
427ACADIAN ASSET MANAGEMENT LLC$28.8K1
428Clearstead Advisors, LLC$26.6K1
429Salomon & Ludwin, LLC$26.0K1
430STANCE CAPITAL LLC$23.6K1
431Kemnay Advisory Services Inc.$22.8K1
432WPG Advisers, LLC$22.5K1
433Silvant Capital Management LLC$22.5K1
434ALGERT GLOBAL LLC$21.9K1
435PRIVATE TRUST CO NA$21.5K1
436Bank Julius Baer & Co. Ltd, Zurich$21.3K1
437Performa Ltd (US), LLC$20.1K1
438Parkside Financial Bank & Trust$18.7K1
439HRT FINANCIAL LP$18.1K1
440Central Pacific Bank - Trust Division$17.5K1
441Ancora Advisors LLC$16.5K1
442Mitsubishi UFJ Asset Management Co., Ltd.$16.1K1
443CVA Family Office, LLC$15.1K1
444SWAN Capital LLC$14.9K1
445ELEVATION WEALTH PARTNERS, LLC$14.4K1
446VEGA INVESTMENT SOLUTIONS$13.7K1
447Owl Creek Wealth Partners LLC$13.0K1
448Marquette Asset Management, LLC$11.6K1
449Atlantic Union Bankshares Corp$11.1K1
450EVOLUTION WEALTH MANAGEMENT INC.$10.7K1
451Tradewinds Capital Management, LLC$10.7K1
452ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$10.6K1
453Activest Wealth Management$10.0K1
454HM PAYSON & CO$9.5K1
455Strategic Investment Solutions, Inc. /IL$9.5K1
456MCGUIRE CAPITAL ADVISORS INC$9.5K1
457CANADA LIFE ASSURANCE Co$9.3K1
458Bell Investment Advisors, Inc$8.8K1
459Addison Advisors LLC$8.8K1
460NEW YORK STATE TEACHERS RETIREMENT SYSTEM$8.8K1
461Clearstead Trust, LLC$8.5K1
462FARMERS & MERCHANTS INVESTMENTS INC$8.4K1
463Physician Wealth Advisors, Inc.$7.6K1
464Godfrey Financial Associates, Inc.$7.6K1
465Keating Financial Advisory Services, Inc.$6.0K1
466MCF Advisors LLC$5.9K1
467Pacifica Partners Inc.$5.7K1
468Harel Insurance Investments & Financial Services Ltd.$5.5K1
469PFS Partners, LLC$5.0K1
470Sachetta, LLC$4.8K1
471Hilton Head Capital Partners, LLC$4.7K1
472Treasurer of the State of North Carolina$4.6K1
473Transamerica Financial Advisors, LLC$4.5K1
474AMALGAMATED BANK$4.5K1
475Greenwich Wealth Management LLC$4.4K1
476Spire Wealth Management$4.4K1
477Arlington Trust Co LLC$4.2K1
478Global Trust Asset Management, LLC$3.8K1
479Private Wealth Management Group, LLC$3.7K1
480Hurley Capital, LLC$3.5K1
481MV CAPITAL MANAGEMENT, INC.$3.5K1
482Medallion Wealth Advisors, LLC$3.4K1
483Kingdom Financial Group LLC.$3.3K1
484TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3.1K1
485State of Alaska, Department of Revenue$2.6K1
486Intentional Wealth Strategies, LLC$2.5K1
487Manchester Capital Management LLC$2.4K1
488BFSG, LLC$2.4K1
489Quest 10 Wealth Builders, Inc.$2.4K1
490South Dakota Investment Council$2.3K1
491Fideuram Asset Management (Ireland) dac$2.3K1
492THRIVENT FINANCIAL FOR LUTHERANS$2.2K1
493JPL Wealth Management, LLC$2.1K1
494Evelyn Partners Asset Management Ltd$2.1K1
495GHP Investment Advisors, Inc.$2.1K1
496Vanguard National Trust Co$2.1K1
497SHP Wealth Management$1.9K1
498Scarborough Advisors, LLC$1.9K1
499Retirement Wealth Solutions LLC$1.8K1
500SouthState Bank Corp$1.8K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on DOCU

RETAINED WINDOW · ACTIVE HITS

Zero hits on DOCU in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for DOCU · financials and macro

Financials — as filed PLANNED

DOCU's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: DOCU on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing